-16.3%
NOW vs SYF
+158.5%
-174.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | +0.1% | -0.2% |
| 7D | -3.0% | -2.1% | -0.9% | -2.4% |
| 30D | -26.0% | +2.5% | -28.6% | -26.9% |
| 3M | -13.1% | -6.3% | -6.8% | -11.8% |
| 6M | +14.5% | -1.5% | +16.0% | +13.7% |
| YTD | -33.4% | -10.5% | -22.9% | -32.0% |
| 1Y | -40.6% | +1.5% | -42.1% | -42.1% |
| 3Y | -16.3% | +163.3% | -179.6% | -32.1% |
| All | -16.3% | +158.5% | -174.9% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SYF wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling